SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,995 shares; 2024Q4: 219,634 shares; 2025Q1: 218,228 shares; 2025Q2: 217,773 shares; 2025Q3: 215,873 shares 215,873 $144M 8.46% -1,900 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836,967 shares; 2024Q4: 896,241 shares; 2025Q1: 1,913,658 shares; 2025Q2: 2,040,018 shares; 2025Q3: 2,203,893 shares 2,203,893 $132M 7.77% +163,875 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544,324 shares; 2024Q4: 570,208 shares; 2025Q1: 608,348 shares; 2025Q2: 1,195,251 shares; 2025Q3: 1,255,132 shares 1,255,132 $71.8M 4.22% +59,881 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,979 shares; 2024Q4: 120,611 shares; 2025Q1: 120,356 shares; 2025Q2: 119,169 shares; 2025Q3: 119,611 shares 119,611 $71.3M 4.19% +442 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,514,055 shares; 2024Q4: 1,809,731 shares; 2025Q1: 1,964,479 shares; 2025Q2: 2,307,838 shares; 2025Q3: 2,530,627 shares 2,530,627 $64.3M 3.78% +222,789 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,727 shares; 2024Q4: 341,330 shares; 2025Q1: 897,363 shares; 2025Q2: 972,070 shares; 2025Q3: 1,065,047 shares 1,065,047 $57.7M 3.4% +92,977 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,559,196 shares; 2024Q4: 2,647,734 shares; 2025Q1: 2,703,849 shares; 2025Q2: 2,711,978 shares; 2025Q3: 2,805,426 shares 2,805,426 $54.9M 3.23% +93,448 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,338,825 shares; 2024Q4: 2,354,624 shares; 2025Q1: 2,409,045 shares; 2025Q2: 2,415,100 shares; 2025Q3: 2,502,599 shares 2,502,599 $49.3M 2.9% +87,499 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,223,070 shares; 2024Q4: 2,248,990 shares; 2025Q1: 2,286,974 shares; 2025Q2: 2,289,871 shares; 2025Q3: 2,361,679 shares 2,361,679 $48.6M 2.86% +71,808 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,059 shares; 2024Q4: 245,649 shares; 2025Q1: 244,567 shares; 2025Q2: 240,622 shares; 2025Q3: 235,455 shares 235,455 $43.9M 2.59% -5,167 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 828,201 shares; 2024Q4: 2,012,301 shares; 2025Q1: 2,085,408 shares; 2025Q2: 2,143,374 shares; 2025Q3: 2,256,782 shares 2,256,782 $42.5M 2.5% +113,408 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,335 shares; 2024Q4: 1,698,495 shares; 2025Q1: 2,012,733 shares; 2025Q2: 2,140,405 shares; 2025Q3: 2,373,130 shares 2,373,130 $40.1M 2.36% +232,725 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,386 shares; 2024Q4: 77,473 shares; 2025Q1: 76,269 shares; 2025Q2: 75,469 shares; 2025Q3: 74,129 shares 74,129 $38.4M 2.26% -1,340 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145,047 shares; 2025Q3: 1,981,503 shares 1,981,503 $33.1M 1.94% +1,836,456 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,155 shares; 2024Q4: 132,071 shares; 2025Q1: 130,562 shares; 2025Q2: 129,566 shares; 2025Q3: 127,979 shares 127,979 $32.6M 1.92% -1,587 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,716 shares; 2024Q4: 239,185 shares; 2025Q1: 325,004 shares; 2025Q2: 475,061 shares; 2025Q3: 584,785 shares 584,785 $32.4M 1.9% +109,724 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,116 shares; 2024Q4: 124,922 shares; 2025Q1: 124,137 shares; 2025Q2: 122,729 shares; 2025Q3: 119,839 shares 119,839 $29.2M 1.72% -2,890 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,108 shares; 2024Q4: 85,617 shares; 2025Q1: 156,714 shares; 2025Q2: 280,211 shares; 2025Q3: 355,489 shares 355,489 $27.8M 1.64% +75,278 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,239 shares; 2024Q4: 324,296 shares; 2025Q1: 334,617 shares; 2025Q2: 344,181 shares; 2025Q3: 355,740 shares 355,740 $26.5M 1.56% +11,559 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,510 shares; 2024Q4: 231,164 shares; 2025Q1: 242,452 shares; 2025Q2: 257,006 shares; 2025Q3: 353,472 shares 353,472 $24.6M 1.45% +96,466 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802,117 shares; 2024Q4: 635,389 shares; 2025Q1: 621,551 shares; 2025Q2: 542,269 shares; 2025Q3: 547,226 shares 547,226 $24M 1.41% +4,957 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,117,812 shares; 2024Q4: 2,168,442 shares; 2025Q1: 2,200,359 shares; 2025Q2: 2,178,749 shares; 2025Q3: 1,013,478 shares 1,013,478 $23.7M 1.39% -1,165,271 JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,076 shares; 2024Q4: 266,449 shares; 2025Q1: 291,867 shares; 2025Q2: 328,375 shares; 2025Q3: 372,800 shares 372,800 $18.3M 1.08% +44,425 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,471 shares; 2024Q4: 58,702 shares; 2025Q1: 58,195 shares; 2025Q2: 57,794 shares; 2025Q3: 57,074 shares 57,074 $18M 1.06% -720 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,403 shares; 2024Q4: 189,974 shares; 2025Q1: 186,998 shares; 2025Q2: 367,529 shares; 2025Q3: 360,154 shares 360,154 $17.7M 1.04% -7,375 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,084 shares; 2024Q4: 114,383 shares; 2025Q1: 118,105 shares; 2025Q2: 115,977 shares; 2025Q3: 108,107 shares 108,107 $16.6M 0.98% -7,870 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,407 shares; 2024Q4: 172,057 shares; 2025Q1: 171,446 shares; 2025Q2: 173,260 shares; 2025Q3: 173,155 shares 173,155 $16.2M 0.95% -105 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,286 shares; 2024Q4: 67,206 shares; 2025Q1: 67,589 shares; 2025Q2: 69,449 shares; 2025Q3: 68,996 shares 68,996 $15.1M 0.89% -453 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,065 shares; 2024Q4: 309,350 shares; 2025Q1: 320,730 shares; 2025Q2: 610,608 shares; 2025Q3: 571,429 shares 571,429 $13.2M 0.78% -39,179 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,553 shares; 2024Q4: 32,401 shares; 2025Q1: 31,952 shares; 2025Q2: 31,150 shares; 2025Q3: 30,792 shares 30,792 $12.5M 0.73% -358 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,368 shares; 2024Q4: 38,525 shares; 2025Q1: 38,983 shares; 2025Q2: 38,371 shares; 2025Q3: 37,177 shares 37,177 $10.5M 0.62% -1,194 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,241 shares; 2024Q4: 337,256 shares; 2025Q1: 339,113 shares; 2025Q2: 399,047 shares; 2025Q3: 399,613 shares 399,613 $10.2M 0.6% +566 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,345 shares; 2024Q4: 17,380 shares; 2025Q1: 17,538 shares; 2025Q2: 17,522 shares; 2025Q3: 17,492 shares 17,492 $9.95M 0.59% -30 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,652 shares; 2024Q4: 13,439 shares; 2025Q1: 13,526 shares; 2025Q2: 13,713 shares; 2025Q3: 13,490 shares 13,490 $9.91M 0.58% -223 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,489 shares; 2024Q4: 328,783 shares; 2025Q1: 330,765 shares; 2025Q2: 382,180 shares; 2025Q3: 384,643 shares 384,643 $9.86M 0.58% +2,463 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,484 shares; 2024Q4: 324,032 shares; 2025Q1: 325,445 shares; 2025Q2: 383,212 shares; 2025Q3: 382,065 shares 382,065 $9.8M 0.58% -1,147 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,933 shares; 2025Q2: 180,031 shares; 2025Q3: 286,098 shares 286,098 $9.38M 0.55% +106,067 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,400 shares; 2024Q4: 55,026 shares; 2025Q1: 54,030 shares; 2025Q2: 52,841 shares; 2025Q3: 51,941 shares 51,941 $8.75M 0.51% -900 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,502 shares; 2024Q4: 42,765 shares; 2025Q1: 42,270 shares; 2025Q2: 41,287 shares; 2025Q3: 40,349 shares 40,349 $8.22M 0.48% -938 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,653 shares; 2024Q4: 8,829 shares; 2025Q1: 8,945 shares; 2025Q2: 8,942 shares; 2025Q3: 8,838 shares 8,838 $8.18M 0.48% -104 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,472 shares; 2024Q4: 293,364 shares; 2025Q1: 295,762 shares; 2025Q2: 297,321 shares; 2025Q3: 290,491 shares 290,491 $7.78M 0.46% -6,830 VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,520 shares; 2024Q4: 12,252 shares; 2025Q1: 12,513 shares; 2025Q2: 12,508 shares; 2025Q3: 12,246 shares 12,246 $7.5M 0.44% -262 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,576 shares; 2024Q4: 23,271 shares; 2025Q1: 23,091 shares; 2025Q2: 21,774 shares; 2025Q3: 20,868 shares 20,868 $6.34M 0.37% -906 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,870 shares; 2024Q4: 31,723 shares; 2025Q1: 31,193 shares; 2025Q2: 33,146 shares; 2025Q3: 33,738 shares 33,738 $6.26M 0.37% +592 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,596 shares; 2024Q4: 271,409 shares; 2025Q1: 299,190 shares; 2025Q2: 282,877 shares; 2025Q3: 135,634 shares 135,634 $6.21M 0.37% -147,243 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,671 shares; 2024Q4: 25,605 shares; 2025Q1: 24,687 shares; 2025Q2: 24,007 shares; 2025Q3: 23,734 shares 23,734 $6.19M 0.36% -273 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,146 shares; 2024Q4: 60,152 shares; 2025Q1: 59,322 shares; 2025Q2: 55,612 shares; 2025Q3: 51,040 shares 51,040 $6.07M 0.36% -4,572 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,142 shares; 2024Q4: 42,962 shares; 2025Q1: 42,680 shares; 2025Q2: 42,565 shares; 2025Q3: 42,609 shares 42,609 $5.71M 0.34% +44 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,399 shares; 2024Q4: 39,394 shares; 2025Q1: 39,494 shares; 2025Q2: 38,672 shares; 2025Q3: 38,267 shares 38,267 $5.53M 0.33% -405 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,810 shares; 2024Q4: 45,506 shares; 2025Q1: 43,485 shares; 2025Q2: 42,932 shares; 2025Q3: 42,387 shares 42,387 $5.46M 0.32% -545 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,694 shares; 2024Q4: 327,128 shares; 2025Q1: 340,704 shares; 2025Q2: 117,881 shares; 2025Q3: 244,626 shares 244,626 $5.36M 0.32% +126,745 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,545 shares; 2024Q4: 11,264 shares; 2025Q1: 11,230 shares; 2025Q2: 10,831 shares; 2025Q3: 10,737 shares 10,737 $5.21M 0.31% -94 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,211 shares; 2024Q4: 44,890 shares; 2025Q1: 45,880 shares; 2025Q2: 44,353 shares; 2025Q3: 43,958 shares 43,958 $4.96M 0.29% -395 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,350 shares; 2024Q4: 15,182 shares; 2025Q1: 14,999 shares; 2025Q2: 14,548 shares; 2025Q3: 14,505 shares 14,505 $4.95M 0.29% -43 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,023 shares; 2024Q4: 14,565 shares; 2025Q1: 14,402 shares; 2025Q2: 14,162 shares; 2025Q3: 13,649 shares 13,649 $4.48M 0.26% -513 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,563 shares; 2024Q4: 4,324 shares; 2025Q1: 4,244 shares; 2025Q2: 4,201 shares; 2025Q3: 4,134 shares 4,134 $4.46M 0.26% -67 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,692 shares; 2024Q4: 33,758 shares; 2025Q1: 33,179 shares; 2025Q2: 31,716 shares; 2025Q3: 30,453 shares 30,453 $4.28M 0.25% -1,263 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,572 shares; 2024Q4: 26,596 shares; 2025Q1: 42,347 shares; 2025Q2: 60,384 shares; 2025Q3: 182,242 shares 182,242 $4.27M 0.25% +121,858 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,994 shares; 2024Q4: 17,726 shares; 2025Q1: 17,861 shares; 2025Q2: 17,746 shares; 2025Q3: 17,270 shares 17,270 $4.09M 0.24% -476 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,520 shares; 2024Q4: 22,979 shares; 2025Q1: 22,233 shares; 2025Q2: 21,364 shares; 2025Q3: 21,170 shares 21,170 $4.07M 0.24% -194 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,257 shares; 2024Q4: 55,259 shares; 2025Q1: 55,222 shares; 2025Q2: 53,697 shares; 2025Q3: 53,769 shares 53,769 $4.05M 0.24% +72 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,802 shares; 2024Q4: 12,995 shares; 2025Q1: 13,141 shares; 2025Q2: 13,143 shares; 2025Q3: 13,128 shares 13,128 $3.94M 0.23% -15 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares 5 $3.77M 0.22% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,370 shares; 2024Q4: 29,177 shares; 2025Q1: 29,207 shares; 2025Q2: 26,759 shares; 2025Q3: 24,039 shares 24,039 $3.73M 0.22% -2,720 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,103 shares; 2024Q4: 2,050 shares; 2025Q1: 9,427 shares; 2025Q2: 9,503 shares; 2025Q3: 9,485 shares 9,485 $3.55M 0.21% -18 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,909 shares; 2024Q4: 51,385 shares; 2025Q1: 50,894 shares; 2025Q2: 51,272 shares; 2025Q3: 51,736 shares 51,736 $3.54M 0.21% +464 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,982 shares; 2024Q4: 17,962 shares; 2025Q1: 18,015 shares; 2025Q2: 17,734 shares; 2025Q3: 17,622 shares 17,622 $3.49M 0.21% -112 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,543 shares; 2024Q4: 59,675 shares; 2025Q1: 58,776 shares; 2025Q2: 50,641 shares; 2025Q3: 49,291 shares 49,291 $3.44M 0.2% -1,350 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,272 shares; 2024Q4: 44,147 shares; 2025Q1: 44,247 shares; 2025Q2: 50,244 shares; 2025Q3: 50,724 shares 50,724 $3.42M 0.2% +480 Timeline CATX PERSPECTIVE THERAPEUTICS INC More: the full row for PERSPECTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,027,830 shares; 2024Q4: 1,027,830 shares; 2025Q1: 1,023,628 shares; 2025Q2: 984,200 shares; 2025Q3: 979,200 shares 979,200 $3.36M 0.2% -5,000 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,461 shares; 2024Q4: 7,291 shares; 2025Q1: 7,232 shares; 2025Q2: 7,122 shares; 2025Q3: 7,017 shares 7,017 $3.21M 0.19% -105 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,981 shares; 2025Q2: 44,380 shares; 2025Q3: 125,149 shares 125,149 $3.2M 0.19% +80,769 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,067 shares; 2024Q4: 84,428 shares; 2025Q1: 85,776 shares; 2025Q2: 84,363 shares; 2025Q3: 79,658 shares 79,658 $3.12M 0.18% -4,705 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,649 shares; 2024Q4: 27,610 shares; 2025Q1: 27,030 shares; 2025Q2: 26,146 shares; 2025Q3: 26,036 shares 26,036 $2.98M 0.18% -110 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,614 shares; 2024Q4: 48,726 shares; 2025Q1: 49,075 shares; 2025Q2: 49,403 shares; 2025Q3: 47,317 shares 47,317 $2.96M 0.17% -2,086 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,109 shares; 2024Q4: 28,476 shares; 2025Q1: 75,628 shares; 2025Q2: 78,182 shares; 2025Q3: 123,942 shares 123,942 $2.93M 0.17% +45,760 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,121 shares; 2025Q1: 78,361 shares; 2025Q2: 78,411 shares; 2025Q3: 122,629 shares 122,629 $2.9M 0.17% +44,218 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,675 shares; 2024Q4: 11,675 shares; 2025Q1: 11,675 shares; 2025Q2: 11,675 shares; 2025Q3: 11,675 shares 11,675 $2.86M 0.17% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,228 shares; 2024Q4: 7,299 shares; 2025Q1: 7,374 shares; 2025Q2: 7,470 shares; 2025Q3: 7,734 shares 7,734 $2.73M 0.16% +264 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,511 shares; 2025Q3: 128,922 shares 128,922 $2.71M 0.16% +78,411 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,485 shares; 2025Q3: 44,956 shares 44,956 $2.66M 0.16% +4,471 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,839 shares; 2024Q4: 14,533 shares; 2025Q1: 14,731 shares; 2025Q2: 15,403 shares; 2025Q3: 15,508 shares 15,508 $2.65M 0.16% +105 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,973 shares; 2024Q4: 37,086 shares; 2025Q1: 37,173 shares; 2025Q2: 38,587 shares; 2025Q3: 39,582 shares 39,582 $2.63M 0.15% +995 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,077 shares; 2024Q4: 12,326 shares; 2025Q1: 11,440 shares; 2025Q2: 10,478 shares; 2025Q3: 9,197 shares 9,197 $2.6M 0.15% -1,281 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,048 shares; 2024Q4: 11,868 shares; 2025Q1: 12,342 shares; 2025Q2: 12,318 shares; 2025Q3: 12,098 shares 12,098 $2.53M 0.15% -220 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,486 shares; 2024Q4: 3,426 shares; 2025Q1: 3,305 shares; 2025Q2: 2,940 shares; 2025Q3: 2,650 shares 2,650 $2.53M 0.15% -290 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,540 shares; 2024Q4: 5,330 shares; 2025Q1: 5,345 shares; 2025Q2: 5,309 shares; 2025Q3: 4,912 shares 4,912 $2.47M 0.15% -397 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,427 shares; 2024Q4: 159,412 shares; 2025Q1: 159,362 shares; 2025Q2: 140,270 shares; 2025Q3: 51,043 shares 51,043 $2.47M 0.15% -89,227 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,956 shares; 2024Q4: 7,216 shares; 2025Q1: 7,366 shares; 2025Q2: 7,710 shares; 2025Q3: 7,760 shares 7,760 $2.43M 0.14% +50 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,173 shares; 2024Q4: 5,171 shares; 2025Q1: 5,141 shares; 2025Q2: 4,962 shares; 2025Q3: 4,962 shares 4,962 $2.42M 0.14% 0 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108,843 shares; 2025Q3: 93,290 shares 93,290 $2.38M 0.14% -15,553 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,828 shares; 2024Q4: 7,049 shares; 2025Q1: 7,188 shares; 2025Q2: 7,311 shares; 2025Q3: 6,945 shares 6,945 $2.37M 0.14% -366 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,018 shares; 2024Q4: 70,651 shares; 2025Q1: 83,441 shares; 2025Q2: 93,899 shares; 2025Q3: 93,070 shares 93,070 $2.28M 0.13% -829 LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,745 shares; 2024Q4: 3,414 shares; 2025Q1: 3,194 shares; 2025Q2: 3,129 shares; 2025Q3: 2,981 shares 2,981 $2.27M 0.13% -148 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,561 shares; 2024Q4: 5,418 shares; 2025Q1: 5,335 shares; 2025Q2: 5,071 shares; 2025Q3: 5,071 shares 5,071 $2.27M 0.13% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,415 shares; 2024Q4: 10,587 shares; 2025Q1: 10,724 shares; 2025Q2: 10,775 shares; 2025Q3: 10,765 shares 10,765 $2.27M 0.13% -10 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,421 shares; 2024Q4: 24,370 shares; 2025Q1: 24,049 shares; 2025Q2: 23,429 shares; 2025Q3: 22,838 shares 22,838 $2.25M 0.13% -591 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,147 shares; 2024Q4: 27,164 shares; 2025Q1: 33,893 shares; 2025Q2: 34,099 shares; 2025Q3: 38,081 shares 38,081 $2.24M 0.13% +3,982 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,488 shares; 2024Q4: 29,611 shares; 2025Q1: 30,555 shares; 2025Q2: 30,294 shares; 2025Q3: 30,053 shares 30,053 $2.21M 0.13% -241 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,121 shares; 2024Q4: 9,300 shares; 2025Q1: 9,518 shares; 2025Q2: 9,297 shares; 2025Q3: 8,871 shares 8,871 $2.18M 0.13% -426 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,416 shares; 2024Q4: 71,001 shares; 2025Q1: 70,746 shares; 2025Q2: 70,665 shares; 2025Q3: 69,194 shares 69,194 $2.17M 0.13% -1,471 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,894 shares; 2024Q4: 54,886 shares; 2025Q1: 58,486 shares; 2025Q2: 59,196 shares; 2025Q3: 84,699 shares 84,699 $2.13M 0.13% +25,503 MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,955 shares; 2024Q4: 10,353 shares; 2025Q1: 10,589 shares; 2025Q2: 10,675 shares; 2025Q3: 10,490 shares 10,490 $2.11M 0.12% -185 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,336 shares; 2024Q4: 28,176 shares; 2025Q1: 26,455 shares; 2025Q2: 25,208 shares; 2025Q3: 23,500 shares 23,500 $2.11M 0.12% -1,708 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,354 shares; 2024Q4: 19,662 shares; 2025Q1: 20,257 shares; 2025Q2: 20,966 shares; 2025Q3: 21,267 shares 21,267 $2.03M 0.12% +301 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,685 shares; 2024Q4: 7,623 shares; 2025Q1: 7,557 shares; 2025Q2: 7,211 shares; 2025Q3: 7,211 shares 7,211 $1.97M 0.12% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,869 shares; 2024Q4: 8,890 shares; 2025Q1: 9,023 shares; 2025Q2: 8,974 shares; 2025Q3: 8,932 shares 8,932 $1.93M 0.11% -42 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,691 shares; 2024Q4: 14,689 shares; 2025Q1: 14,050 shares; 2025Q2: 13,694 shares; 2025Q3: 13,630 shares 13,630 $1.83M 0.11% -64 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,929 shares; 2024Q4: 15,867 shares; 2025Q1: 15,887 shares; 2025Q2: 15,869 shares; 2025Q3: 16,151 shares 16,151 $1.81M 0.11% +282 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,875 shares; 2024Q4: 71,214 shares; 2025Q1: 70,772 shares; 2025Q2: 69,579 shares; 2025Q3: 69,320 shares 69,320 $1.77M 0.1% -259 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,555 shares; 2024Q4: 8,697 shares; 2025Q1: 8,742 shares; 2025Q2: 9,328 shares; 2025Q3: 9,286 shares 9,286 $1.74M 0.1% -42 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,541 shares; 2024Q4: 7,731 shares; 2025Q1: 8,368 shares; 2025Q2: 9,932 shares; 2025Q3: 10,707 shares 10,707 $1.73M 0.1% +775 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,317 shares; 2024Q4: 11,787 shares; 2025Q1: 11,687 shares; 2025Q2: 11,149 shares; 2025Q3: 10,866 shares 10,866 $1.71M 0.1% -283 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,180 shares; 2024Q4: 5,248 shares; 2025Q1: 5,255 shares; 2025Q2: 27,012 shares; 2025Q3: 26,151 shares 26,151 $1.71M 0.1% -861 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,000 shares 19,000 $1.69M 0.1% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,784 shares; 2024Q4: 5,717 shares; 2025Q1: 5,703 shares; 2025Q2: 5,619 shares; 2025Q3: 5,489 shares 5,489 $1.61M 0.09% -130 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,290 shares; 2024Q4: 19,550 shares; 2025Q1: 19,934 shares; 2025Q2: 20,878 shares; 2025Q3: 20,787 shares 20,787 $1.57M 0.09% -91 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,738 shares; 2024Q4: 6,616 shares; 2025Q1: 6,618 shares; 2025Q2: 6,618 shares; 2025Q3: 6,613 shares 6,613 $1.56M 0.09% -5 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,679 shares; 2024Q4: 5,679 shares; 2025Q1: 5,676 shares; 2025Q2: 5,277 shares; 2025Q3: 5,033 shares 5,033 $1.55M 0.09% -244 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,188 shares; 2024Q4: 35,884 shares; 2025Q1: 35,894 shares; 2025Q2: 34,143 shares; 2025Q3: 34,193 shares 34,193 $1.54M 0.09% +50 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,948 shares; 2024Q4: 20,693 shares; 2025Q1: 19,635 shares; 2025Q2: 19,056 shares; 2025Q3: 18,812 shares 18,812 $1.54M 0.09% -244 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: 1,200 shares; 2025Q1: 1,190 shares; 2025Q2: 1,166 shares; 2025Q3: 1,166 shares 1,166 $1.54M 0.09% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,870 shares; 2024Q4: 9,868 shares; 2025Q1: 9,849 shares; 2025Q2: 11,693 shares; 2025Q3: 11,303 shares 11,303 $1.48M 0.09% -390 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,983 shares; 2024Q4: 5,897 shares; 2025Q1: 5,963 shares; 2025Q2: 5,837 shares; 2025Q3: 5,814 shares 5,814 $1.48M 0.09% -23 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,248 shares; 2024Q4: 14,119 shares; 2025Q1: 14,024 shares; 2025Q2: 13,869 shares; 2025Q3: 13,828 shares 13,828 $1.47M 0.09% -41 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,624 shares; 2024Q4: 33,680 shares; 2025Q1: 32,249 shares; 2025Q2: 30,843 shares; 2025Q3: 29,738 shares 29,738 $1.47M 0.09% -1,105 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,912 shares; 2024Q4: 4,892 shares; 2025Q1: 5,215 shares; 2025Q2: 4,852 shares; 2025Q3: 4,787 shares 4,787 $1.44M 0.08% -65 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 3,646 shares; 2025Q1: 4,547 shares; 2025Q2: 6,639 shares; 2025Q3: 8,502 shares 8,502 $1.42M 0.08% +1,863 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,812 shares; 2024Q4: 9,189 shares; 2025Q1: 9,161 shares; 2025Q2: 8,431 shares; 2025Q3: 8,431 shares 8,431 $1.4M 0.08% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,015 shares; 2024Q4: 35,586 shares; 2025Q1: 36,810 shares; 2025Q2: 39,265 shares; 2025Q3: 40,111 shares 40,111 $1.38M 0.08% +846 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,298 shares; 2024Q4: 26,684 shares; 2025Q1: 27,918 shares; 2025Q2: 30,320 shares; 2025Q3: 31,755 shares 31,755 $1.37M 0.08% +1,435 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,467 shares; 2024Q4: 9,400 shares; 2025Q1: 9,314 shares; 2025Q2: 9,020 shares; 2025Q3: 7,740 shares 7,740 $1.36M 0.08% -1,280 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,418 shares; 2024Q4: 13,195 shares; 2025Q1: 13,795 shares; 2025Q2: 14,300 shares; 2025Q3: 15,960 shares 15,960 $1.34M 0.08% +1,660 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,113 shares; 2024Q4: 3,113 shares; 2025Q1: 3,087 shares; 2025Q2: 2,995 shares; 2025Q3: 2,789 shares 2,789 $1.33M 0.08% -206 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,661 shares; 2024Q4: 6,622 shares; 2025Q1: 6,100 shares; 2025Q2: 6,026 shares; 2025Q3: 6,020 shares 6,020 $1.29M 0.08% -6 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,076 shares; 2024Q4: 14,997 shares; 2025Q1: 15,492 shares; 2025Q2: 17,104 shares; 2025Q3: 18,831 shares 18,831 $1.26M 0.07% +1,727 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,923 shares; 2025Q2: 1,742 shares; 2025Q3: 1,076 shares 1,076 $1.25M 0.07% -666 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,046 shares; 2024Q4: 5,883 shares; 2025Q1: 5,733 shares; 2025Q2: 5,587 shares; 2025Q3: 5,352 shares 5,352 $1.24M 0.07% -235 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 1,147 shares; 2025Q1: 1,249 shares; 2025Q2: 1,467 shares; 2025Q3: 2,511 shares 2,511 $1.2M 0.07% +1,044 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,524 shares; 2024Q4: 3,524 shares; 2025Q1: 3,487 shares; 2025Q2: 3,487 shares; 2025Q3: 3,487 shares 3,487 $1.16M 0.07% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,551 shares; 2024Q4: 48,505 shares; 2025Q1: 39,127 shares; 2025Q2: 36,243 shares; 2025Q3: 34,034 shares 34,034 $1.14M 0.07% -2,209 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 723 shares; 2024Q4: 772 shares; 2025Q1: 797 shares; 2025Q2: 927 shares; 2025Q3: 1,147 shares 1,147 $1.11M 0.07% +220 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,579 shares; 2024Q4: 11,579 shares; 2025Q1: 11,579 shares; 2025Q2: 11,579 shares; 2025Q3: 11,579 shares 11,579 $1.1M 0.06% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 3,255 shares; 2025Q1: 3,557 shares; 2025Q2: 4,134 shares; 2025Q3: 4,422 shares 4,422 $1.09M 0.06% +288 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 869 shares; 2025Q1: 868 shares; 2025Q2: 809 shares; 2025Q3: 2,063 shares 2,063 $1.08M 0.06% +1,254 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,785 shares; 2024Q4: 4,546 shares; 2025Q1: 4,417 shares; 2025Q2: 4,501 shares; 2025Q3: 4,417 shares 4,417 $1.07M 0.06% -84 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,912 shares; 2024Q4: 3,900 shares; 2025Q1: 3,828 shares; 2025Q2: 3,745 shares; 2025Q3: 3,587 shares 3,587 $1.07M 0.06% -158 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,877 shares; 2024Q4: 16,877 shares; 2025Q1: 16,977 shares; 2025Q2: 16,893 shares; 2025Q3: 23,318 shares 23,318 $1.05M 0.06% +6,425 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 529 shares; 2025Q1: 662 shares; 2025Q2: 983 shares; 2025Q3: 1,137 shares 1,137 $1.05M 0.06% +154 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 822 shares; 2025Q1: 948 shares; 2025Q2: 1,036 shares; 2025Q3: 1,527 shares 1,527 $1.04M 0.06% +491 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,843 shares; 2024Q4: 6,798 shares; 2025Q1: 6,787 shares; 2025Q2: 6,661 shares; 2025Q3: 6,542 shares 6,542 $1.04M 0.06% -119 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,962 shares; 2024Q4: 13,367 shares; 2025Q1: 13,619 shares; 2025Q2: 13,249 shares; 2025Q3: 13,243 shares 13,243 $1.03M 0.06% -6 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,978 shares; 2024Q4: 8,843 shares; 2025Q1: 8,425 shares; 2025Q2: 8,035 shares; 2025Q3: 8,035 shares 8,035 $1.02M 0.06% 0 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,598 shares; 2024Q4: 52,827 shares; 2025Q1: 52,753 shares; 2025Q2: 56,218 shares; 2025Q3: 48,617 shares 48,617 $1.01M 0.06% -7,601 TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,713 shares; 2024Q4: 10,671 shares; 2025Q1: 10,569 shares; 2025Q2: 10,358 shares; 2025Q3: 9,525 shares 9,525 $978K 0.06% -833 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,628 shares; 2024Q4: 25,223 shares; 2025Q1: 25,469 shares; 2025Q2: 24,762 shares; 2025Q3: 24,689 shares 24,689 $968K 0.06% -73 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,940 shares 1,940 $957K 0.06% new Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,437 shares; 2024Q4: 17,437 shares; 2025Q1: 17,497 shares; 2025Q2: 17,070 shares; 2025Q3: 16,943 shares 16,943 $943K 0.06% -127 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,570 shares; 2024Q4: 22,740 shares; 2025Q1: 25,332 shares; 2025Q2: 21,542 shares; 2025Q3: 21,367 shares 21,367 $939K 0.06% -175 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 1,479 shares; 2025Q2: 1,449 shares; 2025Q3: 1,449 shares 1,449 $926K 0.05% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,009 shares; 2024Q4: 8,237 shares; 2025Q1: 8,237 shares; 2025Q2: 8,237 shares; 2025Q3: 8,227 shares 8,227 $919K 0.05% -10 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,305 shares; 2024Q4: 9,015 shares; 2025Q1: 8,890 shares; 2025Q2: 8,861 shares; 2025Q3: 8,750 shares 8,750 $902K 0.05% -111 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,918 shares; 2025Q3: 2,706 shares 2,706 $893K 0.05% +788 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 732 shares; 2025Q1: 488 shares; 2025Q2: 462 shares; 2025Q3: 462 shares 462 $883K 0.05% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,278 shares; 2024Q4: 7,278 shares; 2025Q1: 7,278 shares; 2025Q2: 7,178 shares; 2025Q3: 6,938 shares 6,938 $874K 0.05% -240 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 366 shares; 2025Q1: 412 shares; 2025Q2: 414 shares; 2025Q3: 1,404 shares 1,404 $843K 0.05% +990 Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,991 shares 33,991 $827K 0.05% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 968 shares; 2024Q4: 968 shares; 2025Q1: 1,118 shares; 2025Q2: 2,347 shares; 2025Q3: 2,347 shares 2,347 $824K 0.05% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,431 shares; 2024Q4: 5,235 shares; 2025Q1: 5,225 shares; 2025Q2: 5,075 shares; 2025Q3: 5,075 shares 5,075 $823K 0.05% 0 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,149 shares 32,149 $821K 0.05% new Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,794 shares; 2024Q4: 28,174 shares; 2025Q1: 29,144 shares; 2025Q2: 32,267 shares; 2025Q3: 31,866 shares 31,866 $821K 0.05% -401 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,817 shares 32,817 $820K 0.05% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,227 shares; 2025Q1: 1,205 shares; 2025Q2: 1,303 shares; 2025Q3: 1,324 shares 1,324 $814K 0.05% +21 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,376 shares; 2024Q4: 2,351 shares; 2025Q1: 2,203 shares; 2025Q2: 2,203 shares; 2025Q3: 2,183 shares 2,183 $807K 0.05% -20 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,939 shares; 2024Q4: 5,939 shares; 2025Q1: 5,939 shares; 2025Q2: 5,939 shares; 2025Q3: 5,939 shares 5,939 $806K 0.05% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,363 shares; 2024Q4: 4,570 shares; 2025Q1: 4,757 shares; 2025Q2: 5,586 shares; 2025Q3: 5,745 shares 5,745 $805K 0.05% +159 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,657 shares; 2024Q4: 9,374 shares; 2025Q1: 9,574 shares; 2025Q2: 9,504 shares; 2025Q3: 9,504 shares 9,504 $802K 0.05% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,181 shares; 2024Q4: 45,015 shares; 2025Q1: 46,109 shares; 2025Q2: 39,055 shares; 2025Q3: 16,906 shares 16,906 $773K 0.05% -22,149 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,127 shares; 2024Q4: 11,085 shares; 2025Q1: 10,669 shares; 2025Q2: 9,811 shares; 2025Q3: 8,848 shares 8,848 $772K 0.05% -963 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares 30,000 $771K 0.05% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 2,153 shares; 2025Q1: 2,147 shares; 2025Q2: 2,147 shares; 2025Q3: 2,154 shares 2,154 $768K 0.05% +7 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,039 shares; 2024Q4: 6,039 shares; 2025Q1: 6,221 shares; 2025Q2: 6,039 shares; 2025Q3: 6,034 shares 6,034 $747K 0.04% -5 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,471 shares; 2024Q4: 3,471 shares; 2025Q1: 3,242 shares; 2025Q2: 3,221 shares; 2025Q3: 3,209 shares 3,209 $738K 0.04% -12 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,526 shares; 2025Q1: 1,508 shares; 2025Q2: 2,245 shares; 2025Q3: 6,840 shares 6,840 $694K 0.04% +4,595 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 1,060 shares; 2025Q1: 1,121 shares; 2025Q2: 1,008 shares; 2025Q3: 997 shares 997 $667K 0.04% -11 Timeline HTLD HEARTLAND EXPRESS INC More: the full row for HEARTLAND EXPRESS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,528 shares; 2024Q4: 73,528 shares; 2025Q1: 73,528 shares; 2025Q2: 79,599 shares; 2025Q3: 79,599 shares 79,599 $667K 0.04% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,663 shares; 2024Q4: 21,801 shares; 2025Q1: 21,222 shares; 2025Q2: 12,836 shares; 2025Q3: 9,201 shares 9,201 $648K 0.04% -3,635 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,021 shares; 2024Q4: 41,243 shares; 2025Q1: 39,136 shares; 2025Q2: 32,427 shares; 2025Q3: 22,811 shares 22,811 $644K 0.04% -9,616 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,261 shares; 2024Q4: 10,174 shares; 2025Q1: 11,296 shares; 2025Q2: 12,589 shares; 2025Q3: 9,640 shares 9,640 $635K 0.04% -2,949 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 597 shares; 2025Q2: 1,281 shares; 2025Q3: 1,281 shares 1,281 $586K 0.03% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,217 shares; 2024Q4: 12,357 shares; 2025Q1: 12,467 shares; 2025Q2: 10,263 shares; 2025Q3: 3,587 shares 3,587 $571K 0.03% -6,676 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94 shares; 2025Q3: 474 shares 474 $568K 0.03% +380 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 1,959 shares; 2025Q1: 1,957 shares; 2025Q2: 1,918 shares; 2025Q3: 1,908 shares 1,908 $550K 0.03% -10 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: not reported; 2025Q1: 2,788 shares; 2025Q2: 6,197 shares; 2025Q3: 9,120 shares 9,120 $544K 0.03% +2,923 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,192 shares; 2024Q4: 4,042 shares; 2025Q1: 4,042 shares; 2025Q2: 4,042 shares; 2025Q3: 4,042 shares 4,042 $537K 0.03% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 362 shares; 2025Q1: not reported; 2025Q2: 890 shares; 2025Q3: 1,199 shares 1,199 $533K 0.03% +309 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,490 shares; 2024Q4: 7,490 shares; 2025Q1: 7,490 shares; 2025Q2: 7,490 shares; 2025Q3: 7,490 shares 7,490 $533K 0.03% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,922 shares; 2024Q4: 7,922 shares; 2025Q1: 7,922 shares; 2025Q2: 7,922 shares; 2025Q3: 7,922 shares 7,922 $531K 0.03% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,165 shares; 2025Q3: 4,057 shares 4,057 $527K 0.03% +2,892 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: 441 shares; 2025Q2: 564 shares; 2025Q3: 564 shares 564 $519K 0.03% 0 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,577 shares; 2025Q1: 7,602 shares; 2025Q2: 4,741 shares; 2025Q3: 3,102 shares 3,102 $518K 0.03% -1,639 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,796 shares; 2024Q4: 5,796 shares; 2025Q1: 5,796 shares; 2025Q2: 5,796 shares; 2025Q3: 6,051 shares 6,051 $488K 0.03% +255 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 959 shares; 2024Q4: 959 shares; 2025Q1: 931 shares; 2025Q2: 931 shares; 2025Q3: 931 shares 931 $457K 0.03% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 1,839 shares; 2025Q1: 1,785 shares; 2025Q2: 1,802 shares; 2025Q3: 1,802 shares 1,802 $453K 0.03% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,933 shares; 2025Q1: 5,879 shares; 2025Q2: 5,785 shares; 2025Q3: 5,785 shares 5,785 $452K 0.03% 0 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 1,626 shares; 2025Q1: 2,194 shares; 2025Q2: 2,194 shares; 2025Q3: 2,194 shares 2,194 $450K 0.03% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 951 shares; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 869 shares; 2025Q3: 869 shares 869 $433K 0.03% 0 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,915 shares 5,915 $431K 0.03% new Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,752 shares; 2025Q1: 8,752 shares; 2025Q2: 8,752 shares; 2025Q3: 17,015 shares 17,015 $413K 0.02% +8,263 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,776 shares; 2024Q4: 7,581 shares; 2025Q1: 8,131 shares; 2025Q2: 7,594 shares; 2025Q3: 8,014 shares 8,014 $413K 0.02% +420 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,912 shares; 2024Q4: 2,263 shares; 2025Q1: 1,977 shares; 2025Q2: 2,087 shares; 2025Q3: 2,119 shares 2,119 $402K 0.02% +32 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,846 shares; 2024Q4: 4,846 shares; 2025Q1: 4,846 shares; 2025Q2: 5,086 shares; 2025Q3: 5,086 shares 5,086 $396K 0.02% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,471 shares; 2024Q4: 9,471 shares; 2025Q1: 9,471 shares; 2025Q2: 9,441 shares; 2025Q3: 9,417 shares 9,417 $394K 0.02% -24 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,908 shares; 2025Q3: 1,833 shares 1,833 $390K 0.02% -75 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 953 shares; 2025Q1: 913 shares; 2025Q2: 913 shares; 2025Q3: 913 shares 913 $388K 0.02% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,013 shares; 2024Q4: 6,151 shares; 2025Q1: 6,185 shares; 2025Q2: 7,019 shares; 2025Q3: 8,083 shares 8,083 $388K 0.02% +1,064 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,781 shares; 2024Q4: 2,644 shares; 2025Q1: 3,186 shares; 2025Q2: 4,487 shares; 2025Q3: 6,045 shares 6,045 $384K 0.02% +1,558 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 8,500 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares 8,500 $382K 0.02% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,372 shares 3,372 $382K 0.02% new Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 1,476 shares; 2025Q1: 1,476 shares; 2025Q2: 1,446 shares; 2025Q3: 1,437 shares 1,437 $377K 0.02% -9 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,747 shares; 2024Q4: 2,602 shares; 2025Q1: 2,577 shares; 2025Q2: 2,485 shares; 2025Q3: 2,480 shares 2,480 $377K 0.02% -5 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,084 shares; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares 1,084 $375K 0.02% 0 Timeline XOEX DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,445 shares; 2024Q4: 5,365 shares; 2025Q1: 6,076 shares; 2025Q2: 7,860 shares; 2025Q3: 10,460 shares 10,460 $366K 0.02% +2,600 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,421 shares; 2024Q4: 4,421 shares; 2025Q1: 4,421 shares; 2025Q2: 4,421 shares; 2025Q3: 4,421 shares 4,421 $363K 0.02% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,391 shares; 2024Q4: 3,643 shares; 2025Q1: 3,643 shares; 2025Q2: 3,667 shares; 2025Q3: 2,667 shares 2,667 $363K 0.02% -1,000 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 397 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 377 shares 377 $360K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,304 shares; 2024Q4: 2,218 shares; 2025Q1: 2,218 shares; 2025Q2: 2,273 shares; 2025Q3: 2,273 shares 2,273 $353K 0.02% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,816 shares; 2024Q4: 1,810 shares; 2025Q1: 1,887 shares; 2025Q2: 1,887 shares; 2025Q3: 1,558 shares 1,558 $336K 0.02% -329 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,358 shares; 2024Q4: 3,358 shares; 2025Q1: 3,358 shares; 2025Q2: 3,358 shares; 2025Q3: 3,358 shares 3,358 $329K 0.02% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,924 shares; 2024Q4: 13,880 shares; 2025Q1: 11,607 shares; 2025Q2: 7,174 shares; 2025Q3: 4,163 shares 4,163 $326K 0.02% -3,011 Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,211 shares; 2024Q4: 6,177 shares; 2025Q1: 5,217 shares; 2025Q2: 4,887 shares; 2025Q3: 4,647 shares 4,647 $325K 0.02% -240 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,469 shares; 2024Q4: 7,026 shares; 2025Q1: 7,028 shares; 2025Q2: 7,028 shares; 2025Q3: 7,174 shares 7,174 $323K 0.02% +146 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,310 shares; 2024Q4: 3,285 shares; 2025Q1: 2,960 shares; 2025Q2: 2,855 shares; 2025Q3: 2,542 shares 2,542 $313K 0.02% -313 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,265 shares; 2024Q4: 11,138 shares; 2025Q1: 12,196 shares; 2025Q2: 12,633 shares; 2025Q3: 13,542 shares 13,542 $311K 0.02% +909 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,787 shares; 2024Q4: 1,787 shares; 2025Q1: 1,787 shares; 2025Q2: 1,787 shares; 2025Q3: 1,911 shares 1,911 $305K 0.02% +124 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,108 shares; 2024Q4: 4,008 shares; 2025Q1: 4,007 shares; 2025Q2: 3,710 shares; 2025Q3: 3,710 shares 3,710 $303K 0.02% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,697 shares; 2024Q4: 4,697 shares; 2025Q1: 4,907 shares; 2025Q2: 4,399 shares; 2025Q3: 4,399 shares 4,399 $291K 0.02% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,434 shares; 2024Q4: 3,384 shares; 2025Q1: 3,384 shares; 2025Q2: 3,283 shares; 2025Q3: 3,193 shares 3,193 $290K 0.02% -90 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 628 shares; 2024Q4: 628 shares; 2025Q1: 610 shares; 2025Q2: 633 shares; 2025Q3: 578 shares 578 $289K 0.02% -55 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,702 shares; 2025Q1: 2,702 shares; 2025Q2: 2,702 shares; 2025Q3: 2,702 shares 2,702 $289K 0.02% 0 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 930 shares; 2025Q1: 930 shares; 2025Q2: 930 shares; 2025Q3: 930 shares 930 $288K 0.02% 0 Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,021 shares 11,021 $285K 0.02% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,275 shares; 2024Q4: 14,611 shares; 2025Q1: 14,889 shares; 2025Q2: 5,614 shares; 2025Q3: 5,614 shares 5,614 $281K 0.02% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,836 shares; 2024Q4: 7,311 shares; 2025Q1: 7,311 shares; 2025Q2: 7,311 shares; 2025Q3: 7,176 shares 7,176 $277K 0.02% -135 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,998 shares; 2024Q4: 1,958 shares; 2025Q1: 1,208 shares; 2025Q2: 1,107 shares; 2025Q3: 1,097 shares 1,097 $276K 0.02% -10 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 717 shares; 2025Q1: 717 shares; 2025Q2: 787 shares; 2025Q3: 787 shares 787 $275K 0.02% 0 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,116 shares; 2024Q4: 9,900 shares; 2025Q1: 10,741 shares; 2025Q2: 11,136 shares; 2025Q3: 12,023 shares 12,023 $271K 0.02% +887 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,970 shares; 2024Q4: 5,687 shares; 2025Q1: 5,655 shares; 2025Q2: 5,550 shares; 2025Q3: 2,682 shares 2,682 $254K 0.01% -2,868 Timeline FEDM FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,504 shares; 2025Q3: 4,347 shares 4,347 $249K 0.01% +1,843 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,727 shares; 2024Q4: 1,427 shares; 2025Q1: 1,331 shares; 2025Q2: 1,331 shares; 2025Q3: 1,299 shares 1,299 $248K 0.01% -32 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,400 shares; 2024Q4: 38,138 shares; 2025Q1: 38,733 shares; 2025Q2: 33,370 shares; 2025Q3: 10,062 shares 10,062 $248K 0.01% -23,308 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 2,161 shares; 2025Q1: 2,535 shares; 2025Q2: 2,768 shares; 2025Q3: 1,038 shares 1,038 $245K 0.01% -1,730 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,488 shares; 2024Q4: 9,488 shares; 2025Q1: 9,488 shares; 2025Q2: 4,479 shares; 2025Q3: 4,479 shares 4,479 $239K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: 1,349 shares; 2025Q1: 1,339 shares; 2025Q2: 1,230 shares; 2025Q3: 1,153 shares 1,153 $238K 0.01% -77 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,891 shares; 2024Q4: 2,883 shares; 2025Q1: 2,836 shares; 2025Q2: 2,789 shares; 2025Q3: 2,789 shares 2,789 $234K 0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,196 shares; 2024Q4: 2,010 shares; 2025Q1: 2,240 shares; 2025Q2: 2,281 shares; 2025Q3: 2,307 shares 2,307 $231K 0.01% +26 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 1,360 shares; 2025Q1: 1,360 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares 1,350 $225K 0.01% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,368 shares; 2025Q1: 4,252 shares; 2025Q2: 4,252 shares; 2025Q3: 4,252 shares 4,252 $216K 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 1,870 shares; 2025Q1: 1,870 shares; 2025Q2: 1,739 shares; 2025Q3: 1,510 shares 1,510 $215K 0.01% -229 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,254 shares; 2024Q4: 4,254 shares; 2025Q1: 4,254 shares; 2025Q2: 4,194 shares; 2025Q3: 4,044 shares 4,044 $198K 0.01% -150 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 1,383 shares; 2025Q1: 1,383 shares; 2025Q2: 1,383 shares; 2025Q3: 1,383 shares 1,383 $197K 0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 1,748 shares; 2025Q1: 1,748 shares; 2025Q2: 1,748 shares; 2025Q3: 1,748 shares 1,748 $197K 0.01% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 238 shares; 2025Q2: 339 shares; 2025Q3: 339 shares 339 $192K 0.01% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667 shares; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 671 shares; 2025Q3: 671 shares 671 $189K 0.01% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,859 shares; 2025Q2: 1,891 shares; 2025Q3: 1,848 shares 1,848 $185K 0.01% -43 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,595 shares; 2025Q1: 1,595 shares; 2025Q2: 1,495 shares; 2025Q3: 1,495 shares 1,495 $183K 0.01% 0 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,574 shares; 2025Q1: 3,574 shares; 2025Q2: 3,574 shares; 2025Q3: 3,574 shares 3,574 $182K 0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 1,451 shares; 2025Q1: 1,412 shares; 2025Q2: 1,412 shares; 2025Q3: 1,412 shares 1,412 $181K 0.01% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares 800 $177K 0.01% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,055 shares; 2025Q1: 4,055 shares; 2025Q2: 4,055 shares; 2025Q3: 4,055 shares 4,055 $174K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,935 shares; 2024Q4: 6,052 shares; 2025Q1: 8,656 shares; 2025Q2: 4,988 shares; 2025Q3: 4,988 shares 4,988 $172K 0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 880 shares; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 830 shares 830 $170K 0.01% -50 Timeline MOFG MIDWESTONE FINANCIAL GROUP I More: the full row for MIDWESTONE FINANCIAL GROUP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,825 shares; 2024Q4: 5,825 shares; 2025Q1: 5,825 shares; 2025Q2: 5,920 shares; 2025Q3: 5,920 shares 5,920 $167K 0.01% 0 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,160 shares; 2024Q4: 4,182 shares; 2025Q1: 4,913 shares; 2025Q2: 5,577 shares; 2025Q3: 6,555 shares 6,555 $166K 0.01% +978 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,457 shares; 2025Q1: 6,457 shares; 2025Q2: 6,457 shares; 2025Q3: 6,457 shares 6,457 $165K 0.01% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,467 shares; 2024Q4: 6,467 shares; 2025Q1: 6,467 shares; 2025Q2: 6,467 shares; 2025Q3: 6,467 shares 6,467 $160K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares 2,525 $160K 0.01% 0 Timeline GQRE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,627 shares; 2024Q4: 250,933 shares; 2025Q1: 256,653 shares; 2025Q2: 249,887 shares; 2025Q3: 2,622 shares 2,622 $160K 0.01% -247,265 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,550 shares; 2025Q3: 1,596 shares 1,596 $159K 0.01% +46 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,016 shares; 2025Q3: 3,129 shares 3,129 $158K 0.01% +113 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,855 shares; 2024Q4: 1,841 shares; 2025Q1: 1,901 shares; 2025Q2: 1,922 shares; 2025Q3: 1,922 shares 1,922 $158K 0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,876 shares; 2025Q1: 1,822 shares; 2025Q2: 1,822 shares; 2025Q3: 1,822 shares 1,822 $153K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,558 shares; 2024Q4: 4,558 shares; 2025Q1: 4,567 shares; 2025Q2: 4,559 shares; 2025Q3: 5,339 shares 5,339 $151K 0.01% +780 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares 1,075 $149K 0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,311 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,880 shares; 2025Q3: 1,880 shares 1,880 $148K 0.01% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,010 shares; 2024Q4: 2,010 shares; 2025Q1: 2,010 shares; 2025Q2: 2,003 shares; 2025Q3: 1,953 shares 1,953 $148K 0.01% -50 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 775 shares; 2025Q3: 725 shares 725 $148K 0.01% -50 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 1,061 shares; 2025Q1: 981 shares; 2025Q2: 699 shares; 2025Q3: 699 shares 699 $143K 0.01% 0 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,252 shares 3,252 $143K 0.01% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: 1,713 shares; 2025Q1: 1,713 shares; 2025Q2: 1,648 shares; 2025Q3: 1,648 shares 1,648 $140K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,377 shares; 2025Q1: 1,377 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares 1,375 $138K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,257 shares; 2024Q4: 1,257 shares; 2025Q1: 1,256 shares; 2025Q2: 1,171 shares; 2025Q3: 1,171 shares 1,171 $134K 0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 405 shares; 2025Q1: not reported; 2025Q2: 323 shares; 2025Q3: 321 shares 321 $133K 0.01% -2 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,430 shares; 2024Q4: 1,355 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares 1,055 $131K 0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,204 shares; 2024Q4: 5,117 shares; 2025Q1: 5,117 shares; 2025Q2: 6,978 shares; 2025Q3: 1,495 shares 1,495 $131K 0.01% -5,483 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 603 shares; 2024Q4: 715 shares; 2025Q1: 715 shares; 2025Q2: 715 shares; 2025Q3: 710 shares 710 $130K 0.01% -5 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $130K 0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,045 shares; 2024Q4: 2,078 shares; 2025Q1: 1,731 shares; 2025Q2: 1,696 shares; 2025Q3: 1,509 shares 1,509 $128K 0.01% -187 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 891 shares; 2024Q4: 891 shares; 2025Q1: 690 shares; 2025Q2: 670 shares; 2025Q3: 655 shares 655 $123K 0.01% -15 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 395 shares 395 $122K 0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,402 shares; 2024Q4: 1,402 shares; 2025Q1: 1,402 shares; 2025Q2: 1,402 shares; 2025Q3: 1,402 shares 1,402 $116K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 895 shares; 2024Q4: 895 shares; 2025Q1: 882 shares; 2025Q2: 874 shares; 2025Q3: 835 shares 835 $116K 0.01% -39 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares 2,500 $116K 0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 931 shares; 2025Q1: 856 shares; 2025Q2: 856 shares; 2025Q3: 856 shares 856 $115K 0.01% 0 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 904 shares 904 $115K 0.01% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 1,029 shares; 2025Q1: 1,029 shares; 2025Q2: 1,029 shares; 2025Q3: 1,029 shares 1,029 $114K 0.01% 0 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 264 shares 264 $112K 0.01% new Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,938 shares; 2024Q4: 3,788 shares; 2025Q1: 3,788 shares; 2025Q2: 3,652 shares; 2025Q3: 3,652 shares 3,652 $112K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,340 shares; 2024Q4: 4,115 shares; 2025Q1: 5,679 shares; 2025Q2: 2,310 shares; 2025Q3: 2,210 shares 2,210 $111K 0.01% -100 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,529 shares; 2025Q3: 4,971 shares 4,971 $111K 0.01% +442 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,540 shares; 2024Q4: 1,576 shares; 2025Q1: 1,576 shares; 2025Q2: 1,459 shares; 2025Q3: 1,449 shares 1,449 $111K 0.01% -10 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 4,855 shares; 2025Q1: 4,911 shares; 2025Q2: 4,911 shares; 2025Q3: 1,017 shares 1,017 $108K 0.01% -3,894 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 395 shares; 2025Q3: 395 shares 395 $108K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 1,422 shares; 2025Q1: 1,275 shares; 2025Q2: 1,210 shares; 2025Q3: 1,190 shares 1,190 $107K 0.01% -20 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,492 shares; 2024Q4: 1,435 shares; 2025Q1: 1,513 shares; 2025Q2: 1,413 shares; 2025Q3: 1,410 shares 1,410 $106K 0.01% -3 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,090 shares 5,090 $105K 0.01% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,196 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,084 shares 1,084 $103K 0.01% new Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,827 shares 1,827 $102K 0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 537 shares; 2025Q3: 537 shares 537 $102K 0.01% 0 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares 2,300 $102K 0.01% 0 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,379 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,079 shares 2,079 $100K 0.01% new Timeline FIP FTAI INFRASTRUCTURE INC More: the full row for FTAI INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,233 shares; 2025Q1: 16,594 shares; 2025Q2: 16,594 shares; 2025Q3: 16,594 shares 16,594 $72.3K <0.01% 0 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,183 shares 24,183 $59.5K <0.01% new Timeline